Devon Massi Email & Phone Number

Newport Beach, California, United States

Newport Beach, California, United States

Newport Beach, California, United States

Assists Financial Advisor(s) with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence, handling FA and client requests for account related information and/or quotes, scheduling and preparing for appointments with new or prospective clients, establishing and servicing client accounts, preparing forms, researching account inquiries and/or issues, and entering security order tickets after being approved by the FA(s). Utilize SmartStation to approve service requests, maintain existing accounts, open new accounts, create service requests using ACATS, and facilitate the automatic and manual processing of asset movement account servicing requests (cash and/or securities movement) via workflow application.

Newport Beach, California, United States

Assist customers by delivering exceptional customer experience, building relationships, and helping consumer and small business customers succeed financially. Proactively engages customers in conversations and asks questions to learn about their financial needs. Maintains knowledge of and offer a full range of Wells Fargo products and services, and digital options to help customers succeed financially based on the customer's need. Build relationships with customers through proactive outreach and follow-up. Assists customers with opening new accounts, completing service requests and submitting credit applications. Helps resolve customer concerns and escalate issues as needed. Makes introductions to other bankers and partners to help meet customer's broader financial needs.Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

Long Beach, California, United States

Participates in the acquisition of consumer and business clients through the effective use of targeted leads, self-sourcing new business, and managing referral source relationships. Provides effective new customer on-boarding and customer engagement by, in part, routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follow-ups on a timely basis. Supports Portfolio Management efforts to retain, expand and increase the number of portfolio customers in the Banking Center. Impact and improve revenue growth of the Banking Center.

Huntington Beach, California, United States

Overall oversight of end-to-end operations including receiving and auditing weekly deliveries, just-in-time inventory management and ensuring appropriate shift staff. Strong communication skills, paired with the ability to efficiently organize a production and customer service team to the delight of my customer base. Full responsibility for ordering of accessories, supplies, and all other components needed to operate and efficiently run restaurant operations. Vast knowledge of P.O.S. systems, allowing for quick and efficient management and utilization of the team and technology.

Huntington Beach, California, United States

Wells Fargo at Work Acquisition Manager for the Huntington Beach Wells Fargo branch. Lending and partner specialist. Excelled in all categories of sales goals. Worked closely with the North Beach District’s Financial Advisors, Payroll Specialists and Mortgage Representatives to allocate all of my client’s business properly. Day to day tasks included meetings with small business acquisition team, following up with clients on current and prospective leads to ensure we are earning all of their business, and assisting walk in clients in the branch with whatever needs that may arise.

Huntington Beach, California, United States

In charge of coaching new team members and aiding those with constructive feedback on transactional, as well as sales associated aspects of their role. Customer service leader on the banker team. Excelled in sales goals such as lending and product matching for customers.

Huntington Beach, California, United States

Excelled in handling complex transactions while balancing a cash drawer and customer service aspect of the teller role. Achieved exceptional sales compensation goals and promoted to Customer Service and Sales Rep (CSSR) within 12 months with the company.